Tag Archives: Investment Management

Enterprise University, an educational program offered by Enterprise Bank & Trust, will continue its Spring 2013 courses with an April 2 class on “Personal Fiscal Fitness: The Critical Components of a Financial Plan.” The morning workshop includes a continental breakfast and will focus on wealth accumulation, retirement funding, estate planning and ensuring financial goals are met. The instructor is Susie Brousseau, Enterprise Bank & Trust’s senior vice president and director of wealth management for Arizona.

Enterprise University provides free educational seminars on a variety of relevant topics for business owners and their leadership taught by experts in a variety of fields including advertising, marketing, business continuity, financial planning and more.

Susie Brousseau began her education at the College of Charleston in Medical Technology. Shifting her focus to financial services, she achieved her Chartered Life Underwriter (CLU) designation in 1984, her Chartered Financial Consultant (ChFC) designation in 1985 and her Certified Financial Planner (CFP) designation in 1990.

Brousseau’s areas of expertise include estate planning, retirement planning, charitable giving, business planning, life insurance, investment management and asset protection strategies. She has received numerous awards, spoken regionally and nationally on wealth planning topics and has conducted numerous client seminars.

Enterprise University will continue through May, with courses during the month of April focusing on marketing strategy and sales management.

The following courses will be offered in April:
• April 24: Creating a Marketing Strategy to Build Brands and Drive Results
• April 30: Creating a Digital Strategy to Drive Business

For questions on Enterprise University call Kay Erb, Director of Enterprise University, at 800-396-8141, ext. 13203.

Learning Our Lessons

As an 8-year-old kid in New York, I came up with the bright idea that I would buy packs of Bubblicious bubble gum for 40 cents a pack at the grocery store and then turn around and sell it to my classmates for $1. Sounded like a brilliant plan, until my entire inventory was confiscated five minutes into first period because gum wasn’t allowed in class.

It was the first, but certainly not the last time an investment didn’t pan out like I wanted (I was convinced that Facebook would be the next Google).

“It is important for investors to manage their emotions,” said Michael Weigel, senior vice president and managing director of Investment Management Services at Mutual of Omaha Bank Wealth Management. “This can be challenging in today’s news environment where constant headlines and other noise can lead to an emotional response.”

In this issue of Az Business, Weigel and other experts help us take a closer look at effective financial planning and investing in the wake of the recession.

I can tell you one thing you can take to the bank: None of the experts will be chewing Bubblicious.